See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,693 | $58,523+53.3% | $99,443-9.8% | $72,985+22.9% |
| Participation rate | 84.0% | 64.6%+19.4pp | 73.8%+10.2pp | 69.5%+14.5pp |
| Annual return | 22.79% | 28.51%-5.7pp | 30.72%-7.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,172 | $1,512-22.5% | $2,540-53.9% | $2,440-52.0% |
| Participant deferral / active EE | $5,750 | $2,606+120.6% | $3,619+58.9% | $3,607+59.4% |
| Admin fee / account holder | $361 | $4,102-91.2% | $6,250-94.2% | $5,124-93.0% |